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Hartford Financial Services

920 hedge funds and large institutions have $28.2B invested in Hartford Financial Services in 2024 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 286 increasing their positions, 340 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

116% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 68

92% more call options, than puts

Call options by funds: $114M | Put options by funds: $59.2M

24% more capital invested

Capital invested by funds: $22.7B → $28.2B (+$5.49B)

8% more funds holding

Funds holding: 850920 (+70)

1.65% less ownership

Funds ownership: 93.68%92.03% (-1.7%)

16% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 340

Holders
920
Holders Change
+70
Holders Change %
+8.24%
% of All Funds
13.25%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
147
Increased
286
Reduced
340
Closed
68
Calls
$114M
Puts
$59.2M
Net Calls
+$54.5M
Net Calls Change
+$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
626
CX Institutional
Indiana
$311K +$21.8K +238 +9%
AIA
627
Affinity Investment Advisors
California
$309K
GA
628
Goldstein Advisors
Wisconsin
$309K
KIA
629
Knollwood Investment Advisory
Maryland
$309K
RA
630
Ransom Advisory
Rhode Island
$309K +$275K +3,000 New
HIMC
631
Heritage Investors Management Corp
Maryland
$309K -$13.8K -150 -5%
DDPIC
632
Deroy & Devereaux Private Investment Counsel
Michigan
$309K
RPC
633
Rossmore Private Capital
Connecticut
$307K
CCMG
634
Clark Capital Management Group
Pennsylvania
$305K +$271K +2,960 New
SFG
635
Summit Financial Group
West Virginia
$303K
UAS
636
United Asset Strategies
New York
$302K +$11.1K +121 +4%
SIC
637
Sterling Investment Counsel
New York
$301K -$48.1K -525 -15%
NI
638
NDVR Inc
Massachusetts
$300K +$21.3K +232 +9%
SCA
639
Snowden Capital Advisors
New York
$298K +$263K +2,874 New
APP
640
Avantax Planning Partners
Iowa
$295K +$262K +2,861 New
IWA
641
IVC Wealth Advisors
Pennsylvania
$295K +$458 +5 +0.2%
STA
642
Summit Trail Advisors
New York
$291K +$18.2K +198 +8%
SF
643
Summit Financial
New Jersey
$291K +$258K +2,812 New
WIA
644
Wetzel Investment Advisors
Indiana
$291K -$14.4K -157 -5%
DLA
645
Douglas Lane & Associates
New York
$285K +$253K +2,762 New
HPA
646
High Probability Advisors
New York
$283K
YIA
647
YHB Investment Advisors
Connecticut
$283K -$15.6K -170 -6%
BA
648
Bluesphere Advisors
Pennsylvania
$279K
CW
649
CreativeOne Wealth
Kansas
$278K +$247K +2,696 New
IPW
650
Impact Partnership Wealth
Georgia
$276K +$243K +2,651 +9,819%

HIG Hedge Fund Activity: Q1 2024 in Review

920 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2024, worth a combined $28.2B — up 24% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new HIG positions and 68 closed out — a net gain of 79 holders — while 286 added to existing stakes and 340 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $189M. The largest seller was Morgan Stanley, cutting an estimated $317M.

  • 920 institutional investors held Hartford Financial Services (HIG) as of Q1 2024, up from 850 in Q4 2023.
  • Funds reported $28.2B of Hartford Financial Services stock for Q1 2024, up 24% quarter-over-quarter.
  • 147 funds opened new Hartford Financial Services positions in Q1 2024 and 68 closed out, a net change of +79 holders.
  • The largest Hartford Financial Services buyer in Q1 2024 was First Trust Advisors, an estimated $189M added.
  • The largest Hartford Financial Services seller in Q1 2024 was Morgan Stanley, an estimated $317M sold.

Based on aggregated 13F filings for Q1 2024.